Advanced Micro Devices Inc (AMD)

[JackDye]

Just so we know how much revenue Rich is talking about, Integrity revenue from HP over the last four quarters all regions (from their earnings presentation):

Q106 $4.2B ESS revenue, 21% BCS, of which 30% is integrity = $264M

Q404 $4.5, 23% BCS, 25% Integrity = $258M

Q304 $4.0, 22% BCS, 24% Integrity = $211M

Q204 $4.2, 24% BCS, 21% Integrity = $212M

This is total revenue for the entire unit, the processor part would of course be smaller. It is growing at a high multiple but with small actual dollars.